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Donaldson Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Donaldson Capital Management’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21M Sell
412,128
-14,253
-3% -$728K 0.68% 34
2025
Q4 		$21.8M Sell
426,381
-22,699
-5% -$1.16M 0.69% 35
2025
Q3 		$23M Sell
449,080
-55,719
-11% -$2.85M 0.73% 32
2025
Q2 		$25.8M Sell
504,799
-68,161
-12% -$3.46M 0.95% 33
2025
Q1 		$29.1M Sell
572,960
-33,490
-6% -$1.7M 1.1% 32
2024
Q4 		$30.6M Sell
606,450
-18,574
-3% -$942K 1.17% 32
2024
Q3 		$32M Buy
625,024
+40,738
+7% +$2.07M 1.23% 32
2024
Q2 		$29.4M Sell
584,286
-117,948
-17% -$5.92M 1.23% 33
2024
Q1 		$35.4M Sell
702,234
-3,416
-0.5% -$172K 1.47% 30
2023
Q4 		$35.6M Sell
705,650
-801
-0.1% -$40.1K 1.6% 29
2023
Q3 		$35.2M Sell
706,451
-49,653
-7% -$2.47M 1.66% 31
2023
Q2 		$37.6M Sell
756,104
-55,828
-7% -$2.77M 1.71% 31
2023
Q1 		$40.3M Buy
811,932
+60,019
+8% +$2.97M 1.9% 27
2022
Q4 		$37M Sell
751,913
-16,013
-2% -$787K 1.81% 27
2022
Q3 		$37.8M Sell
767,926
-87,933
-10% -$4.33M 2.08% 20
2022
Q2 		$42.2M Sell
855,859
-71,593
-8% -$3.54M 2.17% 20
2022
Q1 		$46M Buy
927,452
+47,778
+5% +$2.38M 2.09% 19
2021
Q4 		$43.9M Buy
879,674
+98,085
+13% +$4.91M 1.93% 22
2021
Q3 		$39.2M Buy
781,589
+73,777
+10% +$3.7M 1.98% 24
2021
Q2 		$35.5M Buy
707,812
+133,972
+23% +$6.72M 1.82% 23
2021
Q1 		$28.8M Buy
573,840
+40,488
+8% +$2.03M 1.58% 24
2020
Q4 		$26.8M Sell
533,352
-18,167
-3% -$911K 1.58% 27
2020
Q3 		$27.6M Sell
551,519
-111,422
-17% -$5.58M 1.87% 25
2020
Q2 		$33.2M Sell
662,941
-142,107
-18% -$7.03M 2.41% 19
2020
Q1 		$39M Buy
805,048
+77,746
+11% +$3.87M 3.41% 6
2019
Q4 		$36.5M Buy
727,302
+212,021
+41% +$10.7M 2.47% 16
2019
Q3 		$25.9M Buy
+515,281
New +$25.9M 1.92% 24

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Donaldson Capital Management's NEAR Position: Q1 2026 in Review

Donaldson Capital Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 3.3% in Q1 2026, selling an estimated $728K and leaving 412,128 shares worth $21M. The position accounts for 0.68% of the portfolio, ranked #34.

Donaldson Capital Management first reported a position in NEAR in Q3 2019 and has held it in 27 quarters since. The position peaked at $46M in Q1 2022. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Donaldson Capital Management held 412,128 shares of iShares Short Maturity Bond ETF worth $21M as of Q1 2026.
  • Donaldson Capital Management sold 14,253 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $728K.
  • iShares Short Maturity Bond ETF made up 0.68% of Donaldson Capital Management's portfolio in Q1 2026, its #34 holding.
  • Donaldson Capital Management first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • Donaldson Capital Management's iShares Short Maturity Bond ETF position peaked at $46M in Q1 2022.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.